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Benefits of Microsoft Dynamics CRM for real estate business

In today’s rapidly changing technology environment you need to integrate cost-effective, time-saving, most effective sales tools. They will help you to close more deals, protecting your business from losses, and taking full advantage of suitable technologies will help you to get the opportunity to beat your competitors at the market.

Over 10 years Dynamica Labs Team has been developing end-to-end solutions for real estate business. We try to create client-oriented environment, shaping a partnership with our customers, by understanding their business, their concerns and their strategies, newest technological trends and needs in real estate industry.

Business growth begins from the team and the people who create a support system for the staff. In this article we shall attempt to identify benefits of MS Dynamics CRM integration for real estate business.

Key advantages of Dynamics CRM for real estate industry

  • Microsoft Office and Power BI integration

This allows making the flexible and customizable dashboards which enables users to build and analyze necessary reports instantly.

  • Improving client communication through email system integration

Tightly integrated with your email system, allowing you to keep track email and create records directly into CRM. It can run on mobile devices, so you are able to get all the necessary information, when it is needed.

  • Storing and updating all business information in a single database, enabling instant access

Doing things in one place, at one time, through one process provides clear and whole picture of sales situation. Thanks to data organization, agents can provide immediate responses to customer inquiries.

  • Cortana integration

Cortana is able to surface the most relevant information to agents (listings, leads, and opportunities, reports, documents) in a blink of eye – across both personal and professional sources.

  • Office 365 seamless integration

Opening a CRM document within the CRM app using various applications on various devices (Microsoft PowerPoint for iPad or Microsoft Word for iPhone) is a child`s play.

  • Increased Collaboration:

This allows to share information between agents who are being connected to a single central database. CRM provides management with real-time insight into sales pipeline.

  • Increasing revenue from your current customers

CRM is provided all agents access to complete, up-to-date information. This enables them to accurately track relationship building and flag prospective customers. Close more deals working with warm list of clients, offering them the most suitable real estate property.

  • Automated document flow

Forget about manual extraction of CRM data for documents. Today CRM enables agents to build these various documents based on CRM data.

  • Improving businesses efficiency

MS Dynamics CRM increases business efficiency in handling leads, contacts (using advanced search and smart filters) or support requests, improving your customer care, your reputation and customer retention.


Since we are focusing on integration and customization of Dynamics CRM we are able to state that know this system like the back of our hands. Therefore, all existing CRM`s strengths and weaknesses are known to us. Thanks to this valuable knowledge we are able to help real estate companies to avoid possible business risks and integrate and improve out-of-box functionality of Dynamics CRM in a time efficient way.

If you have real estate business and need experts advice or more information about implementing Dynamics CRM to get all possible benefits or even create unique add-ons for this CRM which would meet your business requirements, please contact Dynamica Labs Team.

Dynamica Labs is one of the oldest Dynamics CRM Partners and one of a very few companies with ISO 9001 Quality Management System certification for Dynamics CRM project delivery services.

For over 15 years we have been focused on 3 key CRM project goals: delivering measurable business results, following a cost-effective approach, providing the highest quality standards. Over the course of these years, we've taken part in hundreds of projects from SMEs to blue-chip global companies.


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